{
  "crd_number": 331043,
  "slug": "brady-martz-wealth-solutions-llc-grand-forks-nd-331043",
  "primary_business_name": "BRADY MARTZ WEALTH SOLUTIONS, LLC",
  "legal_name": "BRADY MARTZ WEALTH SOLUTIONS, LLC",
  "dbas": [],
  "city": "Grand Forks",
  "state": "ND",
  "country": "United States",
  "cbsa_code": "24220",
  "metro": {
    "cbsa_code": "24220",
    "common_name": "Grand Forks",
    "msa_name": "Grand Forks, ND-MN",
    "path": "/advisors/nd/grand-forks"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-06-27",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-06-16",
  "carried_forward": false,
  "raum_total": 795298629.0,
  "raum_discretionary": 795298629.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 11,
  "advisory_employees": 8,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 97844021.0,
      "count": 305
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 2898166.0,
      "count": 9
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 692413724.0,
      "count": 134
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 2142718.0,
      "count": 0,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CT",
    "FL",
    "IA",
    "MN",
    "MT",
    "ND",
    "NE",
    "SD",
    "TX"
  ],
  "websites": [
    "https://bradymartz.com/brady-martz-wealth-solutions-llc"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/331043",
  "city_as_filed": "GRAND FORKS",
  "url": "https://advisorcensus.com/firm/brady-martz-wealth-solutions-llc-grand-forks-nd-331043",
  "display_name": "Brady Martz Wealth Solutions, LLC",
  "summary": "Brady Martz Wealth Solutions, LLC is an SEC-registered investment advisory firm in Grand Forks, ND, registered since 2024, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 16, 2026.",
  "citation": "AdvisorCensus. Brady Martz Wealth Solutions, LLC (CRD 331043): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Brady Martz Wealth Solutions, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Brady Martz Wealth Solutions, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Brady Martz Wealth Solutions, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated November 21, 2025 states: Flat fee: $2,000 (financial planning); Hourly rate: $200 to $300 an hour (consulting); Flat fee: up to $10,000 (consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Brady Martz Wealth Solutions, LLC located?",
      "a": "Brady Martz Wealth Solutions, LLC's principal office is in Grand Forks, ND, according to its Form ADV; the July 2026 filing also lists 9 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Brady Martz Wealth Solutions, LLC registered with the SEC or a state?",
      "a": "Brady Martz Wealth Solutions, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 331043."
    },
    {
      "q": "How much does Brady Martz Wealth Solutions, LLC manage?",
      "a": "Brady Martz Wealth Solutions, LLC reports $795,298,629 in regulatory assets under management in its Form ADV filing dated June 16, 2026 (100% discretionary)."
    },
    {
      "q": "How have Brady Martz Wealth Solutions, LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Brady Martz Wealth Solutions, LLC: Regulatory assets under management: $599,419,819 in the October 2025 data and $795,298,629 in the October 2026 data, up 33%. Total employees: 5 in October 2024 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Brady Martz Wealth Solutions, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (305); high net worth individuals (134); pension and profit sharing plans (but not the plan participants or government pension plans) (9)."
    },
    {
      "q": "Which custodians does Brady Martz Wealth Solutions, LLC use?",
      "a": "Brady Martz Wealth Solutions, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Brady Martz Wealth Solutions, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/331043"
    },
    {
      "q": "What changed in Brady Martz Wealth Solutions, LLC's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Registered or notice-filed in NE."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 5,
      "filing_date": "2024-07-15"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 599419819.0,
      "total_employees": 5,
      "filing_date": "2025-07-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 795298629.0,
      "total_employees": 11,
      "filing_date": "2026-06-16"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Registered or notice-filed in NE."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Regulatory assets under management went from $599,419,819 to $795,298,629 (+33%).",
        "Employees performing advisory functions went from 4 to 8.",
        "No longer lists an office in Crookston, MN.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated November 21, 2025",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $2,000 (financial planning)",
      "Hourly rate: $200 to $300 an hour (consulting)",
      "Flat fee: up to $10,000 (consulting)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $2,000 (financial planning)"
        ],
        "quotes": [
          "Separate fees for financial planning can be billed on a project, fixed rate, or an hourly rate. There is a minimum fee of $2,000 required for this service"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $200 to $300 an hour (consulting)"
        ],
        "quotes": [
          "BMWS may agree with clients to charge either hourly fees of $200-$300/per hour or fixed fees for consulting."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: up to $10,000 (consulting)"
        ],
        "quotes": [
          "Based on the task(s) to be performed, BMWS and the client may agree on a fixed fee based on an estimate of the number of hours necessary for completion. This fee will not exceed $10,000.00."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": 2000.0,
          "min": null,
          "max": null,
          "period": "one_time",
          "service": "financial planning"
        },
        {
          "kind": "hourly",
          "amount": null,
          "min": 200.0,
          "max": 300.0,
          "period": "hour",
          "service": "consulting"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": null,
          "max": 10000.0,
          "period": "one_time",
          "service": "consulting"
        }
      ]
    },
    "quotes": [
      "Separate fees for financial planning can be billed on a project, fixed rate, or an hourly rate. There is a minimum fee of $2,000 required for this service",
      "BMWS may agree with clients to charge either hourly fees of $200-$300/per hour or fixed fees for consulting.",
      "Based on the task(s) to be performed, BMWS and the client may agree on a fixed fee based on an estimate of the number of hours necessary for completion. This fee will not exceed $10,000.00."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/brady-martz-wealth-solutions-llc-grand-forks-nd-331043.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 305,
      "fewer_than_5": false,
      "raum": 97844021.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 134,
      "fewer_than_5": false,
      "raum": 692413724.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 9,
      "fewer_than_5": false,
      "raum": 2898166.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": true,
      "raum": 2142718.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/331043",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}